Laura Lueken
Laura Lueken is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Frontenac, MO, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
1630 S Lindbergh Blvd, Frontenac, MO, 63131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Laura is vice president and treasurer for a family leasing and rental business, but is not involved in decision making. She is also a committee member for SPICE, a charitable organization, and a general partner/managing member/owner of East Monroe Holdings, LLC, a holding company for rental property, spending a few hours per week on this.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Sunamerica Capital Services, INC.Broker
Pilgrim America Securities, INC.Broker
Cibc Oppenheimer CORP.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.